TritonPoint Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
1,899
-7
-0.4% -$971 0.02% 297
2025
Q1
$224K Buy
1,906
+170
+10% +$20K 0.02% 324
2024
Q4
$220K Hold
1,736
0.02% 316
2024
Q3
$204K Buy
+1,736
New +$204K 0.02% 323
2024
Q1
Sell
-2,842
Closed -$297K 312
2023
Q4
$297K Buy
+2,842
New +$297K 0.03% 265